Bergan Kdv Wealth Management, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 29,383 shares of SPYX stock, worth $1.43 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

29,383

Previous 17,141 71.42%

Holding current value

$1.43 Million

Previous $569,000 86.64%

% of portfolio

0.11%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	BUY	$32.81 - $36.17 $401,660 - $442,793	12,242 Added 71.42%	29,383 $1.06 Million
Q1 2023 Apr 27, 2023	BUY	$31.18 - $96.11 $356,823 - $1.1 Million	11,444 Added 200.88%	17,141 $569,000
Q4 2022 Jan 31, 2023	BUY	$28.84 - $98.94 $13,612 - $46,699	472 Added 9.03%	5,697 $531,000
Q3 2022 Oct 24, 2022	BUY	$29.05 - $35.08 $348 - $420	12 Added 0.23%	5,225 $455,000
Q2 2022 Jul 13, 2022	BUY	$29.77 - $37.37 $1,667 - $2,092	56 Added 1.09%	5,213 $481,000
Q1 2022 May 09, 2022	BUY	$33.94 - $39.42 $5,328 - $6,188	157 Added 3.14%	5,157 $573,000
Q4 2021 Jan 28, 2022	BUY	$35.32 - $39.44 $35,779 - $39,952	1,013 Added 25.41%	5,000 $589,000
Q3 2021 Nov 12, 2021	BUY	$35.12 - $37.49 $62,970 - $67,219	1,793 Added 81.72%	3,987 $424,000
Q2 2021 Aug 10, 2021	BUY	$33.06 - $35.38 $8,827 - $9,446	267 Added 13.86%	2,194 $233,000
Q1 2021 May 11, 2021	BUY	$30.5 - $32.74 $52,338 - $56,181	1,716 Added 813.27%	1,927 $189,000
Q3 2020 Nov 05, 2020	BUY	$25.62 - $29.65 $5,405 - $6,256	211 New	211 $18,000

Others Institutions Holding SPYX

# of Institutions

231

Shares Held

21M

Call Options Held

Put Options Held

View Full List

About SPDR S&P 500 FOSSIL FUEL RESER

Ticker SPYX
Sector ETFs
Industry ETFs

More about SPYX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.

Account

Bergan Kdv Wealth Management, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History